CATH : Global X S&P 500 Catholic Values ETF

CATH is a US Stocks Market Large Blend with LOW fees.

CATH

Global X S&P 500 Catholic Values ETF

FI Score

68 /100

Diversification Rating

8 /10

Expense Ratio Rating

8 /10

Expense Rating

7 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

68% FI Score
  • cath
  • ETF
  • US Stocks
  • Large Blend

Global X S&P 500 Catholic Values ETF

Expenses: 0.29% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks investment results that correspond generally to the price and yield performance, of the S&P 500® Catholic Values Index. The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index is based on the S&P 500® Index, and generally comprises approximately 500 or less U.S. listed common stocks. From this starting universe, constituents are screened to exclude companies involved in activities which are perceived to be inconsistent with Catholic values as outlined in the Socially Responsible Investment Guidelines of the United States Conference of Catholic Bishops.

Largest Holdings

Amount Holding
5.63% Microsoft Corporation
5.35% Apple Inc
4.08% Amazon.com, Inc
2.16% Facebook, Inc
1.71% Alphabet Inc
1.47% Berkshire Hathaway Inc Class B
1.45% AbbVie Inc
1.40% The Coca-Cola Company
1.35% Visa Inc

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